Delegating to-dos

With Whiteboard, you can delegate tasks to team members and individuals so that things don’t fall through the cracks and everyone is on the same page.

  1. When you create a to-do in a shared workspace, you can delegate a tasks by selecting an individual in the ‘assignee’ field.Screen Shot 2015-10-28 at 2.38.08 PM
  2. Once you have selected the individual and hit save on the to-do, their photo will appear next to the to-do that they have been assigned to. You can now quickly glance and see who is responsible for what tasks within the workspace.Screen Shot 2015-10-28 at 2.38.28 PM
  3. If you want to change or update the assignee you can do so by clicking on the pencil icon once you have selected the to-do.

     

    Note: You can get to the edit screen of a to-do by double clicking it in the column of to-dos.
    Tips and tricks: For unassigned to-dos, individuals in the workspace and quickly assign themselves to the to-do by selecting one of the actions (Later, Today or Done)